Summary

I founded Level One in April 2004. I have been a self-employed accountant since 1992 and a self-employed financial planner since 1994. In addition to my Degree in Accounting (UNSW), I am a member of the Institute of Chartered Accountants, have attained Certified Financial Planner (CFP) status and am also an accredited Self Managed Superannuation Fund (SMSF) Specialist Adviser. Having spent over 25 years working in both tax and financial planning, my extensive experience sets me apart from my peers.